Smart Coupons

Smart coupons provide a powerful, “all in one” solution for gift certificates, store credits, discount coupons and vouchers. The plugin allows customers to buy credits for themselves or gift them to others. It automatically issue coupons on product purchase, It also provides “Apply Coupon with One Click” technology and more.

Features ↑ Back to Top

  • Create coupons of a new type – “Store Credit / Gift Certificate”. Credit balance will be managed automatically.
  • Auto Generate any coupon – generate unique coupon code with predefined attributes.
  • Prefix – Suffix for any coupon.
  • Additional option enabling coupon to pick product’s price as coupon’s amount – will allow customer to buy any credit amount from single product.
  • Link any coupon with a product – new or existing. Customers automatically get that coupon when they purchase the product.
  • Gift Certificates – create a new product, call it a Gift Certificate / Voucher (or anything else that suits your business). Add details and pricing and associate a “Store Credit / Gift Certificate” coupon with it. Customer will get an option to enter email address of the person to send the coupon to during checkout. They can also add a custom message along.
  • Send Gift Certificates / Store Credit to many people from a single order.
  • Works great with Chained Products plugin – allowing you to create product combos that include other products and gift vouchers for future purchase – increasing the overall value of the offer.
  • Link as many coupons as you want with a product
  • Link coupons with any product type – standard, digital, variable etc.
  • Automatic Balance Maintenance – As a customer keeps using a credit coupon, balance will keep reducing automatically.
  • Automatic Deletion on Zero Balance – When the balance reaches zero, the credit / certificate will be deleted automatically. No need to spend time on this.
  • Unique coupon code generation for all credits / gift certificates.
  • Tight security – coupons can be associated with customers and credits can be used only by their beneficiaries.
  • Unique “Apply Coupon with One Click” technology – logged in customers will see available coupons on the cart / checkout pages and can apply a coupon with single click. No longer digging into mailboxes and time / attention waste during the critical checkout process.
  • Generate and Export / Import coupons in bulk.
  • Set expiry dates of coupons in Days, Weeks, Months & Years.
  • CSS classes to style coupons which are visible to customers.
  • Offer Credits at a Discount – Link a coupon with any product and set the product’s price lower than coupon’s value. Offering a discounted gift certificate. We’ve seen huge increase in sales this way. You get money in advance, and customer keeps coming back to the store to buy more. In our tests we actually discovered 84% customers bought more than the gift certificate value itself.
  • Carries forward benefits of WooCommerce coupon system: limiting coupons to specific products, validity period, usage times, expiry date etc.
  • Same convenient and familiar coupon management interface – no need to learn a new interface to manage Smart Coupons

Screenshot Gallery ↑ Back to Top

Here’s how you can set new coupons, and how they work for the user.

Screenshot on 2014-09-30 at 14-34-30


Add Coupon to Product

Add coupons to product

Product page

Product page

“Apply Coupon with One Click” technology in action

Coupon applied with a single click

Coupons Available to Current User Show on Checkout too

Coupon code with auto generated code and prefix suffix

Coupon code with auto generated code and prefix suffix

Gift Certificate Email to Receiver Credit

Gift Certificate Email to Receiver Credit

Credit Balance on My Account

Credit Balance on My Account

Installation ↑ Back to Top

  1. Ensure you have latest version of WooCommerce plugin installed
  2. Unzip and upload the folder ‘woocommerce-smart-coupons’ to your `/wp-content/plugins/` directory
  3. Activate ‘WooCommerce Smart Coupons’ through the ‘Plugins’ menu in WordPress

Creating a Coupon ↑ Back to Top

  1. Go to “WooCommerce→Coupons”.
  2. Add new coupons as usual – if you want to create credit based coupon – Store Credit or Gift Certificate, use “Store Credit / Gift Certificate” in type.Screenshot on 2014-09-30 at 14-34-30
  3. Add other coupon details as usual
  4. Save the coupon!

Linking a Coupon with a Product ↑ Back to Top

Linking a Coupon with a Product will allow you to give the coupon to customers who purchase the product. After the purchase has been completed the customer will receive the coupon and it will be available in his account, ready for their next order.

  1. Add a new product (or edit an existing one).
  2. Look for “Coupons” under “General” tab
  3. Start typing name of a coupon you want to give to your customer with this product
  4. Select the exact coupon from the suggestions displayed
  5. Add as many coupons as you want

    Add Coupon to Product

    Add Coupons to Product

  6. Set up price and other details for the main product
  7. Click ‘Update’ or ‘Publish’ to save the changes

Auto Generate Unique Codes ↑ Back to Top

Any coupon can be used to as a “template” to auto generate new unique coupons – but with same attributes as the original coupon. This feature will increase security too, as people can’t share their coupons – as auto generated coupons are restricted to only customer’s email address.

To setup auto generation, follow these steps:

  1. Add a new coupon (or edit existing coupon).
  2. Look for “Auto Generation of Coupon”, check / enable it. Note: This field will be available only for discount type other than “Store Credit / Gift Certificate”. Because feature of ‘Auto generation’ is default behavior of “Store Credit / Gift Certificate”.

    Enable Auto-Generation

    Enable Auto-Generation

  3. Setup a prefix and / or suffix if you wish.
  4. Save the coupon!
  5. To associate this coupon with a product follow Linking a Coupon with a Product.

Adding Prefix / Suffix to coupon code ↑ Back to Top

Prefix / Suffix will only be added when “Auto Generation of Coupon” is checked / enabled for that coupon.

Follow these steps to use this feature:

  1. Add a new coupon (or edit existing coupon).
  2. Look for “Auto Generation of Coupon”, check / enable it.
  3. Enter texts to be used as Prefix / Suffix in respective fields

    Enable Auto-Generation

    Enable Auto-Generation

  4. Save the coupon!
  5. To associate this coupon with a product follow Linking a Coupon with a Product.

Store Credit / Gift Certificate of any amount ↑ Back to Top

If you want to allow your customer to purchase “Store Credit / Gift Certificate” in an amount / denomination / quantity of their choice, you can follow these steps:

Setup for Coupon:

  1. Go to “WooCommerce→Coupons”.
  2. Create / add a new coupon. Give it a title, say, “GenerateCalledStoreCredit”.
  3. Select “Discount type” as “Store Credit / Gift Certificate”. Leave “Coupon amount” as blank. (this is important)Screenshot on 2014-09-30 at 14-34-30
  4. Check / enable “Pick Product’s Price?” option.Create credit of custom amount - 2
  5. Enter Prefix / Suffix if you want (optional).
  6. Save the coupon.

Setup for Product:

  1. Add or edit an existing “Simple Product”. Give this product a name, for example “Store Credit / Gift Certificate”.
  2. Leave “Regular Price” & “Sale Price” fields blank. (this is important)
  3. Look for “Coupons”. Search for & select coupon created in above step, say for example “GenerateCalledStoreCredit”.WC-Product-Data
  4. Save the product. That’s it! You are Done!

Now, your customer will be able to purchase “Store Credit / Gift Certificate” of any amount.

Note: This feature is compatible with Name your price

“Store Credit / Gift Certificate of any amount” in action

  1. Customer will visit that product’s page, which allows customer to purchase any amount’s credit.
  2. Customer will enter amount of credit he/she wants to purchase.

    Purchase credit of any amount - front end

    Purchase credit of any amount – front end

  3. They can increase the quantity, if they want to purchase more than one credit, for example they want to purchase credit for £600 & want to gift £300 each to 2 people, then customer will enter 300 in provided box & will increase quantity to 2.
  4. Now they will follow normal purchase process – Add to cart, checkout, payment etc.
  5. On checkout page, customer can enter receiver’s details, if they want to forward credit to someone else.

    Send credit to multiple e-mails

    1) Enter e-mail ids to which credit will be forwarded. 2) Credit’s value. 3) Any message if customer want to send along with credit

  6. After completion of payment, credit will get generated & will be forwarded via e-mail to respective receiver.
    E-mail to 1st Friend

    E-mail to 1st Friend

    E-mail to 2nd friend

  7. The sender will be informed with acknowledgement e-mail.

    Acknowledgement to sender

    Acknowledgement to sender

Sent / Received Coupon Details ↑ Back to Top

Smart Coupons v2.1+ comes with a new feature, which allows store admin & customer to see, sent / received coupon’s details.

By default, it’ll show less details. To show more details you can click on coupon, then it’ll show details about Sender, Receiver & Message.

Please follow some of the screenshot of this feature:

  • View on admin side:
    'Coupon sent' meta box under each order, showing details of coupon sent from store for that order

    ‘Coupon sent’ meta box under each order, showing details of coupon sent from store for that order

    Click 'More details' or 'Less details' to toggle view of sent coupons (admin)

    Click ‘More details’ or ‘Less details’ to toggle view of sent coupons (admin)

  • View at customer side:
    Received coupon details on My Account page

    Received coupon details on My Account page

    Click on a coupon to view more details about received coupon

    Click on a coupon to view more details about received coupon

    Received coupon's details in 'Order complete' email

    Received coupon’s details in ‘Order complete’ email

Importing coupons in bulk through CSV file ↑ Back to Top

Smart Coupons allows you to bulk import coupons using a structured CSV file. You can find a sample.csvfile in Smart Coupons plugin folder within your WordPress install. You can use this as a starting point to create your import file.

  1. Go to “WooCommerce→Smart Coupon”, click on “Import Coupons” button under “Import Coupons” tab.Screenshot on 2014-09-30 at 14-40-47
  2. Upload a CSV file using “Choose file” button. Click “Upload file & import” button.Screenshot on 2014-09-30 at 14-41-58
  3. You’ll be asked to map fields from CSV file to its respective attributes, click “Submit” button to upload coupons. Wait till you get a message about importing.

    Map fields for coupons while importing

    Map fields for coupons while importing

Generate and Export / Import Coupons in bulk ↑ Back to Top

Smart Coupons allow you to generate coupons in bulk with all necessary options required for coupon.

  1. Go to “WooCommerce → Smart Coupon”, click on “Generate Coupons” tab.
  2. You will see the following interface to set different parameters of coupons.Smart Coupon ‹ WooLocal — WordPressFor more details:
  3. At the last you have option to either export coupons in .CSV file or import generated coupons in your store.
  4. If you have choose to import coupons then you can send generated coupon code to respective customer at same time of import. This works with the above Email Restrictions option. Any email addresses that you enter there will automatically have coupons emailed to them when the coupons are generated.

This feature give the complete support for Import and Export of coupons in WooCommerce. You can use this feature while moving your store.

Automatically set expiry date ↑ Back to Top

You can define expiry date of coupon in number of days, weeks, months and years. The feature will automatically set expiry date of generated coupon with respect to date of generation.

Automatically set expiry date

Automatically set expiry date

You can find this setting in every coupon edit page. To use this feature make sure that ‘Auto generation’ is enabled.

Sell Gift Certificate of fixed amount ↑ Back to Top

You can sell store credit / gift certificates of fixed amount by creating product variations.

  1. Go to “WooCommerce→Coupons”.
  2. Create / add a new coupon. Select “Discount type” as “Store Credit / Gift Certificate”.
  3. Leave “Coupon amount” as blank. (this is important)
  4. Check / enable “Pick Product’s Price?”.
  5. Save this coupon.
  6. Create product variations, where each variation should have different & fixed price.
  7. Now associate above created coupon with this product. That’s it! Screenshot on 2014-10-14 at 16-21-39
  8. When customer will purchase any product variation, a coupon with same price as of the variation, will be created & will be emailed to respective customers.

    Sell gift certificate of fixed amount

    Sell gift certificate of fixed amount

Immediately sending Store Credit ↑ Back to Top

  1. Go to “WooCommerce→Smart Coupon”, go to “Send Store Credit” tab.
  2. Enter “E-mail Id”, “Credit amount” & “Message” (optional), click “Send” button to send “Store Credit” immediately.
  3. You’ll get success message after sending “Store Credit”.

    Send Store Credit immediately

    Send Store Credit immediately

Resend coupons ↑ Back to Top

Sometimes, generated coupons doesn’t get delivered and buyer ask for coupon’s details. There are features available in WooCommerce core which can resend some emails to buyer like ‘Customer invoice‘. All those coupons generated after the order will be included in ‘Customer invoice‘. So you can use this feature to resend coupon details. Follow these steps to resend coupon’s details:

  1. Open the order
  2. Look for ‘Order Actions
  3. Select ‘Customer Invoice
  4. Click round button next to it (marked in screenshot)

    Resend coupon's details

    Resend coupon’s details

A buyer can send store credit as gift card to their friend. If they are asking to send coupon’s details to their friend, directly it is not possible. You can send ‘Customer invoice‘ to buyer & ask them to copy & send coupon’s details to their friend.

Improved look and style of coupons ↑ Back to Top

Customers can see their available coupons on Cart page, Checkout page and on My Account page. You can use their CSS class to style their appearance.
Following are the default styles available in Smart Coupons

Display style of coupons

Display style of coupons

Improved Receiver details form ↑ Back to Top

  • You can either send store credit to yourself or gift store credit to someone else
  • If you want to send more than one gift card then you have separate message fields for each gift card
  • All generated coupon’s details will be stored in order meta
Improved receiver details form

Improved receiver details form

Change/Modify/Replace/Override Email Sent From Smart Coupons ↑ Back to Top

All the emails sent from Smart Coupons including coupon code, are sent using an existing template which is located inside 'templates' directory of Smart Coupons plugin. If you want to change or modify content of that email or if you want to change layout of it, there are 2 ways to do it

    • Directly apply change in file:
      Open file '/woocommerce-smart-coupons/templates/email.php'. Modify its content as per your need, even apply your style if required. Remember that this method is not recommended as you’ll loose these changes after updating Smart Coupons to newer version.
    • Use another template file:
      It’s possible to use your own email template instead of default one provide by Smart Coupons.
      Follow these steps to use you own template

      1. Create your template file and keep file name exactly as 'email.php'. Other file name will not work.
      2. Now open your themes folder and create new folder. Keep folder’s name exactly as 'woocommerce-smart-coupons'
      3. Place file 'email.php' inside 'woocommerce-smart-coupons'
      4. So, the file path of your email template should be '/wp-content/themes/your-theme-folder/woocommerce-smart-coupons/email.php'. That’s it!

      Now, Smart Coupons will use your template file (if found) for all emails that are sent from Smart Coupons.

      If you are facing any issues, inform us.

Translate From Outside The Plugin ↑ Back to Top

From Smart Coupons 2.5 onward, it is possible to provide translation for the plugin from outside, like from a common folder specifically created for providing language translations. People generally do this, such that they don’t have to handle language file manually in case of updating the plugin.

Please follow these steps to provide your own language file for translation:

      1. You’ll need full filesystem path of directory inside which your language .po and .mo files are located. It can be something like '/home/username/public_html/wordpress/wp-content/languages/'
      2. Now open functions.php file of your theme. Copy & paste following code at the end of this file
        add_filter('smart_coupons_translations_file_path', 'new_smart_coupons_translations_file_path');
        function new_smart_coupons_translations_file_path( $path ) {
        return '../relative/path/of/wp-content/languages/';
      3. Save 'functions.php' file. Now it should load translations from your language file

Miscellaneous Features ↑ Back to Top

      • Duplicate existing coupon using “Duplicate” link.
      • Filter coupon’s list which is created for specific users by entering user’s e-mail id & “Email: ” as prefix to user’s e-mail.Screen Shot 2014-09-30 at 14.52.41
      • “Apply Before Tax” for other discount type.Screen Shot 2014-09-30 at 14.55.39
      • “Apply Before Tax” not applicable for “Store Credit / Gift Certificate”. Screen Shot 2014-09-30 at 14.57.31
      • Change default texts of Smart Coupons from “WooCommerce→Settings” under “General” tab – like texts appearing on product page & in emails.Screenshot on 2014-09-30 at 15-00-37
      • Prevent deletion of store credit after usage. By default Smart Coupons delete those store credit which doesn’t have any balance left in it. You can uncheck the option as shown below to prevent deletion.

        Prevent deletion of store credit

        Prevent deletion of store credit

FAQ ↑ Back to Top

Is Smart Coupons compatible with Subscription?
No, it’s not completely compatible with subscription. You can only associate coupons with subscription, which will result in generation of coupons only for once. Also customer can sign up for a subscription using store credit, but this discount will not be applied on next payment.

Problem with coupons after import
If you’ve dates entered in your import file, make sure they are in proper format. Expiry date format should match with format of WooCommerce, which is YYYY-MM-DD. You can find this format in any coupon of WooCommerce. If you are entering post date, make sure it should match with date format of post date, which is YYYY-MM-DD HH:MM:SS. You can find this format in posts table of your WordPress Database.

What’s the URL to my coupon so it’s automatically inserted upon visiting?

Replace with your own URL then replace discount5 with the generated coupon code.

Which should I use for Account Credit/Gift Certificates? Smart Coupons or PDF Product Vouchers?

See our Knowledge Base article on the differences.

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